Matthew Maclean
Rossmore Private Capital · Glastonbury, Connecticut
Matthew Maclean is a fee-only financial advisor at Rossmore Private Capital in Glastonbury, Connecticut. Rossmore Private Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Rossmore Private Capital |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.92B across 909 accounts |
| SEC registration | Investment adviser representative in CT, TX · CRD 5515068 |
| Exams passed | Series 66 (2009) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | rossmore.com |
| Profile |
How Matthew's firm compares
- Rossmore Private Capital's average account is about $2.1 million, from its Form ADV (assets managed divided by 909 accounts).
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Questions about Matthew
Is Matthew Maclean a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Rossmore Private Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Rossmore Private Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Maclean based?
Matthew Maclean is based in Glastonbury, Connecticut.
Is Matthew Maclean registered with the SEC?
Yes. Matthew Maclean is registered as an investment adviser representative in CT and TX (CRD 5515068), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rossmore Private Capital manage?
Rossmore Private Capital reports $1.92B across 909 accounts in assets under management.
How do I contact Matthew Maclean?
Through Matthew's website, rossmore.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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